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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
1026
First Quadrant
California
$535K +$535K +5,424 New
RWA
1027
Ropes Wealth Advisors
Massachusetts
$534K +$79K +800 +17%
KFA
1028
Krane Funds Advisors
New York
$529K +$47.8K +484 +10%
AIC
1029
Archer Investment Corporation
Indiana
$528K +$4.15K +42 +0.8%
PTP
1030
Platform Technology Partners
New York
$528K +$528K +5,349 New
PAM
1031
Premier Asset Management
Illinois
$523K +$27.7K +281 +6%
SB
1032
Sunflower Bank
Texas
$521K -$84.8K -859 -14%
FHB
1033
First Hawaiian Bank
Hawaii
$517K -$121K -1,222 -19%
DWM
1034
Darwin Wealth Management
Florida
$517K -$7.61K -77 -1%
CBT
1035
CoreFirst Bank & Trust
Kansas
$517K – – –
DSC
1036
Duncker Streett & Co
Missouri
$516K -$5.43K -55 -1%
PIMG
1037
Patriot Investment Management Group
Tennessee
$515K -$6.01K -61 -1%
DLA
1038
Douglas Lane & Associates
New York
$515K +$129K +1,307 +33%
EH
1039
Equitable Holdings
New York
$514K -$67.1K -680 -12%
BP
1040
Ballentine Partners
Massachusetts
$514K +$296 +3 +0.1%
HFAS
1041
Hummer Financial Advisory Services
Illinois
$513K – – –
WA
1042
Waverly Advisors
Alabama
$513K +$2.65K +25 +0.5%
CGH
1043
CMG Global Holdings
Texas
$512K -$790 -8 -0.2%
DE
1044
Day & Ennis
Georgia
$512K +$12K +122 +2%
BAM
1045
Blueshift Asset Management
New Jersey
$511K -$579K -5,868 -53%
BFC
1046
Bedel Financial Consulting
Indiana
$510K +$39.8K +403 +8%
PFC
1047
Phocas Financial Corp
California
$508K – – –
DJSG
1048
D.J. St. Germain
Massachusetts
$508K +$6.62K +67 +1%
OIA
1049
OneDigital Investment Advisors
Kansas
$507K +$89.8K +910 +22%
TIA
1050
Tiemann Investment Advisors
California
$501K -$15.6K -158 -3%
40 41
42
43 44